BDF Gestion’s Jacobs Solutions J Stock Holding History

BDF Gestion’s Portfolio J Stock Details J Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.26M	Sell	9,300 -1,180	-11%	-$165K	0.17%	129
2026 Q2	$834K	Sell	10,480 -1,179	-10%	-$145K	0.11%	141
2026 Q1	$1.48M	Hold	11,659	–	–	0.2%	123
2025 Q4	$1.54M	Sell	11,659 -777	-6%	-$114K	0.19%	126
2025 Q3	$1.86M	Sell	12,436 -2,587	-17%	-$372K	0.22%	108
2025 Q2	$1.97M	Sell	15,023 -1,805	-11%	-$223K	0.22%	109
2025 Q1	$2.01M	Hold	16,828	–	–	0.22%	117
2024 Q4	$2.23M	Sell	16,828 -1,477	-8%	-$203K	0.23%	107
2024 Q3	$2.91M	Buy	18,305 +3,647	+25%	+$439K	0.31%	90
2024 Q2	$1.69M	Buy	+14,658	New	+$1.72M	0.16%	138

Other funds holding J

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

BDF Gestion's J Position: Q3 2026 in Review

BDF Gestion reduced its Jacobs Solutions (J) stake by 11% in Q3 2026, selling an estimated $165K and leaving 9,300 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #129.

BDF Gestion first reported a position in J in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.91M in Q3 2024. 113 funds tracked by Wall St. Rank hold J as of Q3 2026.

BDF Gestion held 9,300 shares of Jacobs Solutions worth $1.26M as of Q3 2026.
BDF Gestion sold 1,180 Jacobs Solutions shares in Q3 2026, an estimated $165K.
Jacobs Solutions made up 0.17% of BDF Gestion's portfolio in Q3 2026, its #129 holding.
BDF Gestion first reported a position in Jacobs Solutions in Q2 2024 and has held it in 10 quarters since.
BDF Gestion's Jacobs Solutions position peaked at $2.91M in Q3 2024.
113 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on BDF Gestion's 13F filing for Q3 2026, filed 19 Oct 2026.